Accounting Firms
The AI operating system for accounting firms.
Manage all your clients from one Skoor™ Advisor Console. Aggregated insights, staff permissions, score monitoring, and referral tracking.
Advisor Console
One portal for every client
Stop juggling spreadsheets and client logins. The Advisor Console gives you a single view of every client you manage.
24
Total Clients
712
Avg SKOOR Score
$142K
Total Spend (MTD)
$3,750
Referral Earnings
Features
Built for firms, not freelancers
Aggregated insights
See every client's financial health, score trends, and spending patterns in a single dashboard. No more logging into 20 different portals.
Staff permissions
Assign staff to client portfolios with granular role-based access. Partners see everything. Associates see their book of business.
Score monitoring
Track every client's SKOOR score in real time. Get alerts when a client's score drops or when spending patterns change.
Referral tracking
Refer clients to SKOOR and track your commissions. $500-$750 per client, paid monthly, visible in your advisor console.
Bulk operations
Close books, export reports, and reconcile accounts across all clients in a single batch. Month-end in hours, not weeks.
Client onboarding
Send a branded invite link. Clients sign up, connect their accounts, and appear in your console automatically.
Smart Money.
Skoor™ Higher.
Grow your practice with SKOOR. Manage more clients in less time with AI-powered automation.